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Arxis (ARXS) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Oct 29, 2026 · Arxis (ARXS) Q3 2026 earnings results →
Q3 2026 Revenue up 36% year over year to $564M · 15¢ of every $1 of revenue kept as net profit · operating margin 23.7%
Arxis made $564M in Q3 2026 (+36% Y/Y). Operating margin 23.7%, net earnings $83.7M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 29, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $564.0M in Q3 2026, up 36% year over year and up 13% from the previous quarter.
Gross margin was 54.3%, up 5.0 points from a year earlier. Operating profit was $133.4M, a 23.7% margin (up 1.5 points year over year). Of the extra revenue versus a year earlier, 28% reached operating profit, above the 22% margin then. Operating expenses grew 54% against revenue growth of 36%. The fastest-growing cost line was SG&A (+71%). Net earnings were $83.7M. The effective tax rate was 30.1%.
Operating cash flow was $169.1M (up 118% year over year), 202% of net earnings. Non-cash charges added back $57.4M of depreciation and amortization and $31.2M of share-based compensation. Capital expenditures of $19.5M left free cash flow of $149.6M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Oct 29, 2026 | $564M | +36% | 23.7% | $83.7M | $169M |
| Q2 2026 | 10-Q | Jul 30, 2026 | $501M | +25% | 6.5% | −$4.9M | $138M |
| Q1 2026 | 10-Q | May 28, 2026 | $459M | +21% | 24.1% | $53.3M | $36.5M |
Charts
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💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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About Arxis
Arxis is a leading designer and manufacturer of proprietary, mission-critical electronic and mechanical components for aerospace and defense, medical technology, and specialized industrial markets. Leveraging significant intellectual property and world-class engineering and operational capabilities, Arxis designs and delivers innovative solutions that address its customers' most complex performance needs. Arxis is a portfolio company of Arcline Investment Management. For more information, visit www.arxis.com .
In its own words, from its 8-K, filed Jul 29, 2026.
Arxis against its Aircraft Parts & Auxiliary Equipment, NEC peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +36% against the peers' median +27%. Operating margin: 23.7% against the peers' median 15.7%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| ARXS Arxis | Q3 2026 | $564M | +36% | 23.7% |
| TDG TransDigm Group | Q3 FY26 | $2.7B | +22% | 44.8% |
| ATRO Astronics | Q2 2026 | $260M | +27% | 15.6% |
| DCO Ducommun | Q3 2026 | $227M | +6% | 11.4% |
| KRMN Karman Holdings | Q3 2026 | $202M | +66% | 15.7% |
| LOAR Loar Holdings | Q3 2026 | $176M | +39% | 26.2% |
| AADX Applied Aerospace & Defense | Q2 2026 | $167M | +47% | -57.5% |
| PKE Park Aerospace | Q2 FY27 | $20.8M | +27% | 22.8% |
| CVU CPI Aerostructures | Q2 2026 | $17.6M | +16% | 6.8% |
Source: Arxis 10-Q on SEC EDGAR · CIK 2093536 · Aircraft Parts & Auxiliary Equipment, NEC
13F: who owns ARXS and who is buying
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History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results